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"customerId": 14, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KW-5-A（12） 4176", "at": "2026-07-14 14:44" }, { "id": 27, "customerId": 14, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" } ], "customerCategory": "京东转线下" }, { "id": 13, "name": "田磊\t", "company": "河南东卫工程有限公司", "phone": "18734152643", "wechat": "", "platformAccount": "", "source": "百度", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-07-09 14:41", "firstConsultAt": "2026-07-09T14:40", "region": "", "scene": "", "demand": "", "params": "", "intention": "A", "level": "A", "funnel": "S7 成交/执行", "stage": "成交", "dealStatus": "已成交", "dealAt": "2026-07-14", "dealAmount": "", "dealProduct": "", "dealQuantity": "", "dealUnitPrice": "", "dealTotalPrice": "", "revisitLevel": "铜", "nextDealRevisit": "", "protect": "保护中", "protectEnd": "", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-12", "lastEffectiveFollowupAt": "", "remark": "", "followups": [], "quotes": [], "dealRevisits": [], "actions": [ { "id": 26, "customerId": 13, "user": "销售一", "type": "mark_deal", "title": "修改成交状态", "content": "已成交 ", "at": "2026-07-14 09:29" }, { "id": 24, "customerId": 13, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:41" } ], "customerCategory": "百度" }, { "id": 12, "name": "张经理", "company": "郑州宝源科技有限公司", "phone": "", "wechat": "zhengzhouBY", "platformAccount": "", "source": "百度", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-07-09 14:33", "firstConsultAt": "2026-07-09T14:33", "region": "", "scene": "", "demand": "", "params": "", "intention": "A", "level": "A", "funnel": "S1 新线索", "stage": "初询", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "dealQuantity": "", "dealUnitPrice": "", "dealTotalPrice": "", "revisitLevel": "铜", "nextDealRevisit": "", "protect": "保护中", "protectEnd": "", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-11", "lastEffectiveFollowupAt": "", "remark": "", "followups": [], "quotes": [], "dealRevisits": [], "actions": [ { "id": 23, "customerId": 12, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:33" } ], "customerCategory": "百度" }, { "id": 11, "name": "黄志强", "company": "湖北远大生命科学与技术有限责任公司", "phone": "18173412897", "wechat": "H2150561508", "platformAccount": "", "source": "百度", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-07-09 14:32", "firstConsultAt": "2026-07-09T14:31", "region": "湖南 衡阳", "scene": "药厂车间", "demand": "空间消毒", "params": "", "intention": "A", "level": "A", "funnel": "S1 新线索", "stage": "新线索", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "dealQuantity": "", "dealUnitPrice": "", "dealTotalPrice": "", "revisitLevel": "铜", "nextDealRevisit": "", "protect": "保护中", "protectEnd": "", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-15", "lastEffectiveFollowupAt": "2026-07-10", "remark": "", "followups": [ { "at": "2026-07-10", "user": "销售一", "channel": "电话", "content": "已联系，客户在考虑，约定下次继续跟进。", "next": "2026-07-15", "effective": true } ], "quotes": [], "dealRevisits": [], "actions": [ { "id": 25, "customerId": 11, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "已联系，客户在考虑，约定下次继续跟进。", "at": "2026-07-10 09:04" }, { "id": 22, "customerId": 11, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:32" } ], "customerCategory": "百度" }, { "id": 10, "name": "沈俊", "company": "", "phone": "13052456400", "wechat": "", "platformAccount": "", "source": "抖音", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-07-07 14:05", "firstConsultAt": "2026-07-07T14:04", "region": "广州", "scene": "小区楼道", "demand": "除味", "params": "300平", "intention": "A", "level": "A", "funnel": "S7 成交/执行", "stage": "成交/执行", "dealStatus": "已成交", "dealAt": "2026-07-07", "dealAmount": "", "dealProduct": "", "nextDealRevisit": "2026-07-12", "protect": "保护中", "protectEnd": "", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-08", "lastEffectiveFollowupAt": "2026-07-07", "remark": "", "followups": [ { "at": "2026-07-07", "user": "销售一", "channel": "电话", "content": "", "next": "2026-07-08", "effective": true }, { "at": "2026-07-07", "user": "销售一", "channel": "电话", "content": "", "next": "2026-07-07", "effective": true }, { "at": "2026-07-07", "user": "销售一", "channel": "电话", "content": "", "next": "2026-07-10", "effective": true }, { "at": "2026-07-07", "user": "销售一", "channel": "电话", "content": "不买了", "next": "2026-07-07", "effective": true } ], "quotes": [], "dealRevisits": [ { "at": "2026-07-07", "user": "销售一", "result": "设备", "next": "2026-07-12" }, { "at": "2026-07-08", "user": "销售一", "result": "", "next": "2026-07-10" } ], "actions": [ { "id": 21, "customerId": 10, "user": "销售一", "type": "update_customer", "title": "编辑客户信息", "content": "修改客户基础资料", "at": "2026-07-07 14:35" }, { "id": 20, "customerId": 10, "user": "销售一", "type": "add_deal_revisit", "title": "新增成交回访", "content": "设备", "at": "2026-07-07 14:25" }, { "id": 19, "customerId": 10, "user": "销售一", "type": "add_deal_revisit", "title": "新增成交回访", "content": "", "at": "2026-07-07 14:24" }, { "id": 18, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:23" }, { "id": 17, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:22" }, { "id": 16, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:21" }, { "id": 15, "customerId": 10, "user": "销售一", "type": "mark_deal", "title": "修改成交状态", "content": "已成交 ", "at": "2026-07-07 14:20" }, { "id": 14, "customerId": 10, "user": "销售一", "type": "update_followup", "title": "编辑跟进记录", "content": "不买了", "at": "2026-07-07 14:18" }, { "id": 13, "customerId": 10, "user": "销售一", "type": "update_followup", "title": "编辑跟进记录", "content": "", "at": "2026-07-07 14:17" }, { "id": 12, "customerId": 10, "user": "销售一", "type": "update_customer", "title": "编辑客户信息", "content": "修改客户基础资料", "at": "2026-07-07 14:11" }, { "id": 11, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:05" }, { "id": 10, "customerId": 10, "user": "销售一", "type": "change_funnel_stage", "title": "调整客户阶段", "content": "S1 新线索 -> S2 已联系", "at": "2026-07-07 14:05" }, { "id": 9, "customerId": 10, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 14:05" } ], "customerCategory": "抖音" }, { "id": 9, "name": "黄宁", "company": "黄宁股份有限公司", "phone": "13082119950", "wechat": "", "platformAccount": "", "source": "百度", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-07-07 08:37", "firstConsultAt": "2026-07-07T00:00", "region": "", "scene": "", "demand": "", "params": "", "intention": "A", "level": "A", "funnel": "S2 已联系", "stage": "初询", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "nextDealRevisit": "", "protect": "保护中", "protectEnd": "", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-10", "lastEffectiveFollowupAt": "2026-07-07", "remark": "", "followups": [ { "at": "2026-07-07", "user": "销售一", "channel": "电话", "content": "dfdsfzxcascaseqeq", "next": "2026-07-10", "effective": true }, { "at": "2026-07-07", "user": "销售一", "channel": "微信", "content": "哈哈等哈受打击啊", "next": "2026-07-07", "effective": true } ], "quotes": [], "dealRevisits": [], "actions": [ { "id": 8, "customerId": 9, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "dfdsfzxcascaseqeq", "at": "2026-07-07 08:55" }, { "id": 7, "customerId": 9, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "哈哈等哈受打击啊", "at": "2026-07-07 08:55" }, { "id": 6, "customerId": 9, "user": "系统", "type": "update_deal_status", "title": "修正成交状态", "content": "按用户要求改为未成交", "at": "2026-07-07 00:49" }, { "id": 5, "customerId": 9, "user": "销售一", "type": "mark_deal", "title": "标记成交", "content": " ", "at": "2026-07-07 08:40" }, { "id": 4, "customerId": 9, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 08:37" } ], "customerCategory": "百度" }, { "id": 1, "name": "王经理", "company": "杭州佳源食品厂", "phone": "138****9021", "wechat": "wangjy", "platformAccount": "baidu-wang", "source": "百度", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-06-18 10:20", "firstConsultAt": "2026-06-18 10:10", "region": "浙江杭州", "scene": "食品车间空间消毒", "demand": "臭氧消毒设备", "params": "面积 800㎡，层高 4m", "intention": "A", "level": "A", "funnel": "S5 已报价", "stage": "报价", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "nextDealRevisit": "", "protect": "即将到期", "protectEnd": "2026-07-08", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-07", "lastEffectiveFollowupAt": "2026-06-27", "remark": "客户关注设备稳定性和售后响应。", "followups": [ { "at": "2026-06-27", "user": "销售一", "channel": "微信", "content": "客户确认车间面积和层高，要求重新核算型号。", "next": "2026-07-07", "effective": true }, { "at": "2026-06-21", "user": "销售一", "channel": "电话", "content": "已按 800㎡ 食品车间方案报价，等待客户内部审批。", "next": "2026-06-27", "effective": true } ], "quotes": [ { "at": "2026-06-21", "user": "销售一", "model": "空间消毒设备 A800", "amount": "¥128,000", "priceType": "标准价", "approval": "无需审批" } ], "dealRevisits": [], "actions": [], "customerCategory": "百度" }, { "id": 2, "name": "李工", "company": "苏州清源水处理", "phone": "136****1188", "wechat": "liwater", "platformAccount": "aicaigou-li", "source": "爱采购", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-06-24 15:35", "firstConsultAt": "2026-06-24 15:20", "region": "江苏苏州", "scene": "水处理", "demand": "杀菌设备", "params": "水量 30T/h", "intention": "B", "level": "B", "funnel": "S4 选型方案", "stage": "选型", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "nextDealRevisit": "", "protect": "保护中", "protectEnd": "2026-07-18", "pool": "正常", "poolReason": "", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-01", "lastEffectiveFollowupAt": "2026-06-25", "remark": "需要确认现场水质和安装空间。", "followups": [], "quotes": [], "dealRevisits": [], "actions": [], "customerCategory": "爱采购" }, { "id": 3, "name": "周主任", "company": "常州三院实验室", "phone": "137****2190", "wechat": "zhoulab", "platformAccount": "site-zhou", "source": "官网", "owner": "销售一", "firstReceiver": "销售一", "firstInputAt": "2026-04-16 11:48", "firstConsultAt": "2026-04-16 11:30", "region": "江苏常州", "scene": "实验室消毒", "demand": "维护和耗材", "params": "复购可能", "intention": "B", "level": "B", "funnel": "S7 成交/执行", "stage": "成交", "dealStatus": "已交付", "dealAt": "2026-05-20", "dealAmount": "86000", "dealProduct": "实验室消毒设备 X2", "nextDealRevisit": "2026-07-20", "protect": "保护中", "protectEnd": "2026-09-20", "pool": "预公海", "poolReason": "成交客户需要回访", "releasedAt": "", "previousOwner": "", "nextFollowupAt": "2026-07-09", "lastEffectiveFollowupAt": "2026-06-20", "remark": "已成交客户，需要跟进耗材复购和设备维护。", "followups": [], "quotes": [], "dealRevisits": [ { "at": "2026-06-20", "user": "销售一", "result": "设备正常，7 月中旬确认耗材需求。", "next": "2026-07-20" } ], "actions": [], "customerCategory": "官网" }, { "id": 4, "name": "陈女士", "company": "宁波海润养殖", "phone": "135****7786", "wechat": "chenhr", "platformAccount": "douyin-chen", "source": "抖音", "owner": "销售三", "firstReceiver": "销售三", "firstInputAt": "2026-03-28 14:02", "firstConsultAt": "2026-03-28 13:55", "region": "浙江宁波", "scene": "养殖场除味", "demand": "除味杀菌", "params": "2 个养殖棚", "intention": "C", "level": "C", "funnel": "S8 暂缓/失败", "stage": "暂缓", "dealStatus": "未成交", "dealAt": "", "dealAmount": "", "dealProduct": "", "nextDealRevisit": "", "protect": "已过期", "protectEnd": "2026-06-10", "pool": "公共客户池", "poolReason": "保护期已过且无有效推进", "releasedAt": "2026-07-01 09:00", "previousOwner": "销售三", "nextFollowupAt": "2026-06-08", "lastEffectiveFollowupAt": "2026-04-01", "remark": "客户预算低，后续如有补贴政策可再激活。", "followups": [], "quotes": [], "dealRevisits": [], "actions": [], "customerCategory": "抖音" } ], "actions": [ { "id": 88, "customerId": 24, "user": "主管", "type": "delete_customer", "title": "删除客户", "content": "分类验证客户 / 分类验证公司212954828", "at": "2026-07-15 21:29" }, { "id": 87, "customerId": 24, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-15 21:29" }, { "id": 86, "customerId": 23, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：回访客户机器型号是否确定，客户回复厂里没定下来，暂时不需要了\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 85, "customerId": 23, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：回访客户厂子领导确定好机器的选型问题了吗，是移动式60g还是空气源60g的机器\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 84, "customerId": 23, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：回访客户，机器型号是否确定下来\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 83, "customerId": 23, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：客户确实是空间消毒使用不是通过中央空调管道式，客户要求水冷式的给客户推荐空气源60g的机器\n2.客户反馈与疑虑：客户需要向领导确认下 3.下次跟进时间： ", "at": "2026-07-14 14:44" }, { "id": 82, "customerId": 23, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-G/A-60 ", "at": "2026-07-14 14:44" }, { "id": 81, "customerId": 23, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 80, "customerId": 22, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.跟进计划：客户领导那里还没确定下来\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 79, "customerId": 22, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：回访客户领导是决定使用中央空调内置还是中央空调外置式\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 78, "customerId": 22, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.跟进计划：客户是采购中央空调内置式还是外置式的\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 77, "customerId": 22, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：客户是采购中央空调内置式还是外置式的\n2.客户反馈与疑虑：客户就是想用内置式的\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 76, "customerId": 22, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-G/O-100 21000（专票）", "at": "2026-07-14 14:44" }, { "id": 75, "customerId": 22, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 74, "customerId": 21, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：回访客户领导那里的审批流程如何了？\n2.跟进目标：10.21客户反馈集团厂，审批还没消息，持续跟进11.06客户回复上面还没消息，不知道是否采购，问客户不管是否采购给个消息\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 73, "customerId": 21, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：客户厂长是否反馈，什么时间采购\n2.跟进目标：厂长说需要上面领导商量好 估计是流程麻烦 集团厂没办法 需要一层一层往上报\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 72, "customerId": 21, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：客户回复厂长这边还没有给回复 估计是最近事情多 要加的设备挺多的 他有回复我第一时间和你说\n2.跟进目标：\n3.重要提醒：持续跟进", "at": "2026-07-14 14:44" }, { "id": 71, "customerId": 21, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：高工与客户对接，需要客户这边提供水质第三方检测，客户反馈厂长有检测报告，\n2.客户反馈与疑虑：\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 70, "customerId": 21, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-G/O-100\n12吨气液混合泵 27800（普票）", "at": "2026-07-14 14:44" }, { "id": 69, "customerId": 21, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 68, "customerId": 20, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 67, "customerId": 20, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 66, "customerId": 20, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 65, "customerId": 20, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：\n2.客户反馈与疑虑：\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 64, "customerId": 20, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KY-140 7700（专票）", "at": "2026-07-14 14:44" }, { "id": 63, "customerId": 20, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 62, "customerId": 19, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 61, "customerId": 19, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 60, "customerId": 19, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 59, "customerId": 19, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：高工反馈客户现场安装的形式，需要加到水箱之前，客户需要反馈给领导，是否可以安装\n2.客户反馈与疑虑：需要请示领导\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 58, "customerId": 19, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-G/O-40 ", "at": "2026-07-14 14:44" }, { "id": 57, "customerId": 19, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 56, "customerId": 18, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：询问客户采购定下来采购谁家的机器了吗\n2.跟进目标：客户反馈采购下单飞立家\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 55, "customerId": 18, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：是否确定采购谁家机器\n2.跟进目标：已经报给采购了，看采购怎么定\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 54, "customerId": 18, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：客户还没确定最终采购谁家，看保修时间，还没确定下来采购飞立的\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 53, "customerId": 18, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.失败原因：客户选择飞立的产品，说机器防潮功能强，价格便宜。\n2.客户反馈与疑虑：\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 52, "customerId": 18, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KB-5(2台)\nLCF-KG-20（2台） 2000（专票）\n5800（专票）", "at": "2026-07-14 14:44" }, { "id": 51, "customerId": 18, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 50, "customerId": 17, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.跟进计划：询问客户付款流程走的如何\n2.跟进目标：客户说问下财务\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 49, "customerId": 17, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.跟进计划：客户回传合同，开票付款\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 48, "customerId": 17, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：做合同提交给领导审核\n2.客户反馈与疑虑：\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 47, "customerId": 17, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KY-50\nLCF-KY-10（2台） 3675\n3920（专票）", "at": "2026-07-14 14:44" }, { "id": 46, "customerId": 17, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 45, "customerId": 16, "user": "主管", "type": "mark_deal", "title": "修改成交状态", "content": "已成交 LCF-KB-10(3台) ", "at": "2026-07-14 14:44" }, { "id": 44, "customerId": 16, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 43, "customerId": 16, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 42, "customerId": 16, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：今天是否可以付款\n2.跟进目标：回访客户，客户反馈问一下财务付款流程走的如何\n3.重要提醒：成交", "at": "2026-07-14 14:44" }, { "id": 41, "customerId": 16, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.沟通内容：客户是京东线上咨询的，客户咨询壁挂式10g的价格，客户给了张微信小店的壁挂式的价格1411，客户问价格上能否优惠，问客户需要几台，客户回复需要3台，按照1400一台价格给客户，但是客户需要邮寄到西藏，3台机器给客户加了200运费，客户这没问题，给客户做好合同发给客户，客户需要发货单，付款信息扣章，给好发给客户，客户在走付款流程\n2.客户反馈与疑虑：需要法人身份证，集团财务审批流程\n3.下次跟进时间：9.8", "at": "2026-07-14 14:44" }, { "id": 40, "customerId": 16, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KB-10(3台) 4400（专票）", "at": "2026-07-14 14:44" }, { "id": 39, "customerId": 16, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 38, "customerId": 15, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 37, "customerId": 15, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：客户之前咨询机器还有采购需求吗\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 36, "customerId": 15, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：客户确定好需要几台机器\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 35, "customerId": 15, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.沟通内容：客户是京东在线留的微信号，加到客户微信，客户发来参数，客户这里需要10g便携式臭氧空气消毒机，给客户按照京东上报价600元一台，询问客户需要几台机器，\n2.客户反馈与疑虑：客户回复还没确定下来，及时跟进\n3.下次跟进时间：", "at": "2026-07-14 14:44" }, { "id": 34, "customerId": 15, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KW-10-A 600", "at": "2026-07-14 14:44" }, { "id": 33, "customerId": 15, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 32, "customerId": 14, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 31, "customerId": 14, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.跟进计划：终端那边是否有消息，客户回复公家的事慢，等消息\n2.跟进目标：\n3.重要提醒：", "at": "2026-07-14 14:44" }, { "id": 30, "customerId": 14, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "1.跟进计划：确定客户需要什么时间采购\n2.跟进目标：客户询价KW-5-A、kx-5-A\n3.重要提醒：价格不能低于经销商价格", "at": "2026-07-14 14:44" }, { "id": 29, "customerId": 14, "user": "主管", "type": "add_followup", "title": "新增跟进记录", "content": "\n1.沟通内容：客户说一次性采购10-20台，问价格能便宜吗，回复客户需要先确定采购数量，才能客户优惠，回访客户确定下来采购机器的数量了吗\n2.客户反馈与疑虑：还是数量多的价格问题\n3.下次跟进时间：9.4", "at": "2026-07-14 14:44" }, { "id": 28, "customerId": 14, "user": "主管", "type": "add_quote", "title": "新增报价记录", "content": "LCF-KW-5-A（12） 4176", "at": "2026-07-14 14:44" }, { "id": 27, "customerId": 14, "user": "主管", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-14 14:44" }, { "id": 26, "customerId": 13, "user": "销售一", "type": "mark_deal", "title": "修改成交状态", "content": "已成交 ", "at": "2026-07-14 09:29" }, { "id": 25, "customerId": 11, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "已联系，客户在考虑，约定下次继续跟进。", "at": "2026-07-10 09:04" }, { "id": 24, "customerId": 13, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:41" }, { "id": 23, "customerId": 12, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:33" }, { "id": 22, "customerId": 11, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-09 14:32" }, { "id": 21, "customerId": 10, "user": "销售一", "type": "update_customer", "title": "编辑客户信息", "content": "修改客户基础资料", "at": "2026-07-07 14:35" }, { "id": 20, "customerId": 10, "user": "销售一", "type": "add_deal_revisit", "title": "新增成交回访", "content": "设备", "at": "2026-07-07 14:25" }, { "id": 19, "customerId": 10, "user": "销售一", "type": "add_deal_revisit", "title": "新增成交回访", "content": "", "at": "2026-07-07 14:24" }, { "id": 18, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:23" }, { "id": 17, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:22" }, { "id": 16, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:21" }, { "id": 15, "customerId": 10, "user": "销售一", "type": "mark_deal", "title": "修改成交状态", "content": "已成交 ", "at": "2026-07-07 14:20" }, { "id": 14, "customerId": 10, "user": "销售一", "type": "update_followup", "title": "编辑跟进记录", "content": "不买了", "at": "2026-07-07 14:18" }, { "id": 13, "customerId": 10, "user": "销售一", "type": "update_followup", "title": "编辑跟进记录", "content": "", "at": "2026-07-07 14:17" }, { "id": 12, "customerId": 10, "user": "销售一", "type": "update_customer", "title": "编辑客户信息", "content": "修改客户基础资料", "at": "2026-07-07 14:11" }, { "id": 11, "customerId": 10, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "", "at": "2026-07-07 14:05" }, { "id": 10, "customerId": 10, "user": "销售一", "type": "change_funnel_stage", "title": "调整客户阶段", "content": "S1 新线索 -> S2 已联系", "at": "2026-07-07 14:05" }, { "id": 9, "customerId": 10, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 14:05" }, { "id": 8, "customerId": 9, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "dfdsfzxcascaseqeq", "at": "2026-07-07 08:55" }, { "id": 7, "customerId": 9, "user": "销售一", "type": "add_followup", "title": "新增跟进记录", "content": "哈哈等哈受打击啊", "at": "2026-07-07 08:55" }, { "id": 5, "customerId": 9, "user": "销售一", "type": "mark_deal", "title": "标记成交", "content": " ", "at": "2026-07-07 08:40" }, { "id": 4, "customerId": 9, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 08:37" }, { "id": 3, "customerId": 8, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 08:33" }, { "id": 2, "customerId": 7, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 08:29" }, { "id": 1, "customerId": 6, "user": "销售一", "type": "create_customer", "title": "新增客户", "content": "录入客户并生成首次录入记录", "at": "2026-07-07 08:28" } ], "users": [ { "username": "admin", "password": "123456", "name": "主管", "role": "supervisor", "phone": "admin", "status": "active", "permissions": [ "customers:all", "customers:delete", "customers:assign", "customers:export", "reports:view", "accounts:manage" ], "createdAt": "2026-07-14 00:00", "updatedAt": "" }, { "username": "ops1", "password": "123456", "name": "运营一", "role": "ops", "phone": "ops1", "status": "active", "permissions": [ "customers:all", "ops:edit", "reports:view" ], "createdAt": "2026-07-14 00:00", "updatedAt": "" }, { "username": "sales1", "password": "123456", "name": "销售一", "role": "sales", "phone": "sales1", "status": "active", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 00:00", "updatedAt": "" }, { "username": "sales2", "password": "123456", "name": "销售二", "role": "sales", "phone": "sales2", "status": "active", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 00:00", "updatedAt": "" }, { "username": "sales3", "password": "123456", "name": "销售三", "role": "sales", "phone": "sales3", "status": "disabled", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 00:00", "updatedAt": "2026-07-14 14:35" }, { "username": "18103346160", "phone": "18103346160", "password": "123456", "name": "王双龙", "role": "sales", "status": "active", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 14:32", "updatedAt": "" }, { "username": "18733470257", "phone": "18733470257", "password": "123456", "name": "乔烨", "role": "ops", "status": "active", "permissions": [ "customers:all", "ops:edit", "reports:view" ], "createdAt": "2026-07-14 15:03", "updatedAt": "" }, { "username": "13230389807", "phone": "13230389807", "password": "123456", "name": "姬秋联", "role": "ops", "status": "active", "permissions": [ "customers:all", "ops:edit", "reports:view" ], "createdAt": "2026-07-14 15:04", "updatedAt": "" }, { "username": "18331291617", "phone": "18331291617", "password": "123456", "name": "黄宁", "role": "ops", "status": "active", "permissions": [ "customers:all", "ops:edit", "reports:view" ], "createdAt": "2026-07-14 15:04", "updatedAt": "2026-07-14 15:20" }, { "username": "13315661675", "phone": "13315661675", "password": "123456", "name": "马小杰", "role": "ops", "status": "active", "permissions": [ "customers:all", "ops:edit", "reports:view" ], "createdAt": "2026-07-14 15:05", "updatedAt": "" }, { "username": "18630305659", "phone": "18630305659", "password": "123456", "name": "宋丽丽", "role": "sales", "status": "active", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 15:05", "updatedAt": "" }, { "username": "13081857474", "phone": "13081857474", "password": "123456", "name": "毛佳俊", "role": "sales", "status": "active", "permissions": [ "customers:own", "sales:edit" ], "createdAt": "2026-07-14 15:05", "updatedAt": "" } ], "salesOrders": [ { "customer": "河北信诺", "owner": "宋丽丽", "customerOrderNo": "", "product": "LCF-KY-10", "quantity": "2", "unitPrice": "1000", "totalPrice": "2000", "depositAmount": "", "deliveryDate": "2026-07-16", "auditStatus": "未审核", "status": "待生产", "remark": "", "id": 3, "createdBy": "主管", "createdAt": "2026-07-16 09:09", "updatedAt": "2026-07-16 09:09", "productionStatus": "已生成", "updatedBy": "主管", "outboundStatus": "未出库" } ], "nextSalesOrderId": 4, "productionTasks": [ { "orderId": "XSDD000003", "product": "LCF-KY-10", "quantity": "2", "owner": "生产部", "dueDate": "2026-07-16", "status": "待排产", "remark": "由XSDD000003生成", "id": 3, "createdBy": "主管", "createdAt": "2026-07-16 09:09", "updatedAt": "2026-07-16 09:09" } ], "nextProductionTaskId": 4, "stockItems": [], "nextStockItemId": 1, "shipments": [ { "orderId": "XSDD000003", "company": "", "trackingNo": "", "shipDate": "", "address": "", "status": "待发货", "remark": "由XSDD000003生成", "id": 3, "createdBy": "主管", "createdAt": "2026-07-16 09:09", "updatedAt": "2026-07-16 09:09" } ], "nextShipmentId": 4, "receivables": [ { "orderId": "XSDD000003", "receivableAmount": "2000", "receivedAmount": "", "unpaidAmount": 2000, "invoiceStatus": "未开票", "status": "待收款", "remark": "由XSDD000003生成", "id": 3, "createdBy": "主管", "createdAt": "2026-07-16 09:09", "updatedAt": "2026-07-16 09:09" } ], "nextReceivableId": 4, "_version": 10, "salesBills": [], "nextSalesBillId": 2 }